How many benefit plans does The Carpenter Group report on Form 5500?

The Carpenter Group (EIN 94-1167896) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Carpenter Group?

The Employer Identification Number (EIN) reported for The Carpenter Group is 94-1167896.

What is the latest Form 5500 filing year for The Carpenter Group?

The latest loaded Form 5500 filing year for The Carpenter Group is 2023.

The Carpenter Group — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Carpenter Group (EIN 94-1167896) is a plan sponsor located in San Francisco, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 94-1167896
Location: San Francisco, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $11,153,115
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $11,153,115

Contributions & income

Employer contributions: $120,000
Participant contributions: $0
Total income / additions: $2,079,587

Expenses & distributions

Benefits paid / distributions: $500,999
Total expenses: $606,181
Net increase / (decrease): $1,473,406

Coverage

Total reported participants: 227
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

The Carpenter Group plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Carpenter Group Profit Sharing Plan	007	123	$11,153,115	2023
The Carpenter Group Health & Welfare Plan	501	104	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for The Carpenter Group
Year	Plan	Participants	Schedules	Filing
2023	The Carpenter Group Health & Welfare Plan	104	—	20240721123200NAL0005186515001
2023	The Carpenter Group Profit Sharing Plan	123	H, C	20240730141246NAL0020181377001